Image of wealth management building

Truelytics Practice Scorecard

My Practice Profile
0%
  • Edit My Practice Profile
N/A

Gauges prospective buyers creditworthiness and readiness to acquire another practice.

  • Completion of My Practice Profile
    • Get Prequalified for bank financing
    • Completion of current valuation from a verified valuation provider
    • APBOE’s banks accept valuations from a select group of providers
  • Banking Relationship
  • Liquidity for Down Payment
  • Valuation Services
  • Preferred M&A Consulting Services
APBOE Listing Wire
3.3 x

Truelytics’ Advisor Transition Management Platform is the first end-to-end data-driven system to help wealth management and insurance enterprises attract, retain, and support advisory businesses while also reducing time and costs related to transitions.

The core component of Truelytics’ Advisor Transition Management Platform is a growing database of independent financial advisory firm books of business (i.e., details around the firm’s ownership, staff, clients, processes, revenue, and expenses.) This data allows Truelytics to generate over 50 KPIs related to the firm’s business, client, and revenue stability. TruePerformance Indices and KPIs make up the industry’s first-ever business health record to be leveraged for practice management and during key transitional moments.

Learn More